Learn more about Accountant Go

Accountant Go is an online communication and engagement platform that helps you communicate with your clients via SMS, email and app push notifications. There's also a practice-branded mobile app with which your clients can send and receive messages on the go.

Schedule personalised messages to be sent out to client groupsClient data is automatically transferred over from your IRIS database dailyUser-friendly interface, with user permissions to control accessCreate online forms, surveys and questionnaires Manage your app via the back-office system to update it instantlyData management enables you to keep client contact data up to dateSocial media manager enables you to post to Twitter, Facebook and YouTube

Read more about Accountant Go

What Accountant Go can do for you:

Accountant Go helps you achieve the effective client communication needed to overcome challenges with MTD. Using IRIS integration, we automatically import all client information and sort into messaging individuals and groups based on business type or client manager, so it’s even easier to deliver the messages you need to the right people at the right time – it’s targeted messaging made simple.

Create easy-to-share microsites within Accountant Go that can contain any number of digital resources. Whether it’s links to websites, PDF documents or content composed in the system, publish microsites in your app or send resources as SMS or email to cut down on your printing and postage costs.

Client data collection is made easy with our Form Manager functionality. Create your own forms, surveys and questionnaires to collect their answers. With an easy-to-use overview and reporting tools that enable you to see who has and hasn’t completed forms, send reminders and even interpret the results to help you analyse your clients’ answers.

Put your practice in your client’s pocket; all the information your clients need in one place:

Integration with other IRIS products such as Openspace, OpenPayslips, KashFlow, Snap, Insight

Access any other cloud bookkeeping and accountancy apps

Up-to-date tax info and business news

Clients can see their own company info, like UTR number, PAYE details and tax office details. These are synced directly from IRIS

Publish your own custom content in the app, including the ability to create QR codes that can be scanned for even quicker access to information, and much more!

Book a demo to see how Accountant Go can transform the way you communicate and engage with your clients.

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FAQs

Who do I contact for support?

You can call us on 0114 223 6301 and email support@accountantgo.co.uk or alternatively use the form on our Help and Support page. You can contact the Helpdesk between 8am and 5pm Monday to Friday.

Is the Accountant Go platform secure?

Yes, it is built with data security at its core. We use the latest in encryption technologies and verification methods to keep your data safe. The app privacy policy can be found here.

Is this software compliant?

Assurance and compliance are the primary services of any firm, practice, business or organisation. We understand that you rely on software solutions to get it right, every time – no compromise. Speak to us and find out why IRIS are the leaders in compliant software; call 0344 844 9644.

How do I buy this software?

Speak to us today about how you can get started with IRIS. Call 0344 844 9644 to discuss your requirements; we’ll help you get started.

Synergee Limited

Synergee Limited, a progressive practice of chartered accountants and business advisers based in Tunbridge Wells, was formed in July 2007, when chartered accountants Darren Austin…

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